Start Your Tax Filing with C&J Eastside 2
Intake is the first step toward a prepared, reviewed, and authorized return. Fill in your details, sign the service agreement, and follow the secure steps to send in your supporting documents.
C&J Tax ServicesEastside 2A clear path from start to filed
Submitting the intake form doesn't file a return on its own. Filing happens only after you review and authorize your prepared return.
1. Fill in your information
Share your details so we understand your situation.
2. Sign your agreement
Electronically sign the service agreement that applies.
3. Submit documents
Follow the secure document submission steps.
4. We prepare & you authorize
We review, prepare, and you authorize filing.
Information to prepare
- Personal contact information
- Filing status and dependents
- Income document details
- Prior-year tax return reference
- Bank info for direct deposit
C & J Intake Process
Share your basic contact information and let us know how we can help. Fields marked with an asterisk (*) are required.
Submitting this form starts your intake — it doesn't file a return. Filing happens only after you review and authorize your prepared return.
Agreement & electronic signature
A signed engagement agreement is part of the intake process. The agreement is reviewed with you before your return is prepared — it is not the signed tax preparation agreement itself and does not override it.
Questions about intake?
We're happy to help you get started. Reach our East Houston office directly.
Prefer to talk first?
Call our East Houston office or book an appointment — we'll walk you through the intake process.